Wealth Group LTD Schwab Strategic Tr Us Broad M Transaction History
Wealth Group LTD
- $344 Billion
- Q3 2024
A detailed history of Wealth Group LTD transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Wealth Group LTD holds 51,262 shares of SCHB stock, worth $1.17 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
51,262
Previous 51,488
0.44%
Holding current value
$1.17 Million
Previous $3.24 Billion
5.34%
% of portfolio
0.99%
Previous 0.98%
Shares
4 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$472 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87.6 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$86.5 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.5 Million2.16% of portfolio